Arm your team with the sales and productivity hacks used by top 20% sales teams

Effectively manage your contacts and relationships with a 360° contact management feature from Salesmate CRM. Easily import or capture your contacts/leads, enrich them, track all conversations and activities, and have informed conversations with better insights.

Contact Management
Create reliable data repository
Create reliable data repository

Import contacts from Google, Mobile, CSV/Excel files or capture them using our form integrations with all required fields for your business.

Filters / Segmentation / Search
Filters / Segmentation / Search

Intuitively filter your contacts on host of criteria and save the filters smart views (segments). Effortlessly search across all your contacts.

Auto profile enrichment
Auto profile enrichment

Say goodbye to manually entering data into the system. Salesmate auto enriches your contact data using clearbit integration.

Auto assignments
Auto assignments

Auto-assign contacts/leads to your sales reps using sales workflows. Not only that you can automate the busywork of sending emails.

Sales activity tracking
Sales activity tracking

Plan for upcoming single or recurring events, send emails, log calls or post- sales notes directly from your contact and company views.

Bulk actions
Bulk actions

Use powerful bulk actions to update, delete, merge, and manage your contacts. Send bulk emails, assign owners, and export.

Quickly view, organize, prioritize and follow-up using simplified pipeline view of your complex sales process to close more deals.

Sales Pipeline
Visual sales pipeline
Visual sales pipeline

Get clear visualization of your deals spread across different stages of the sales pipeline with clear indications where you need.

Easy to use
Easy to use

Filter and sort required deals, drag drop them from one stage to another or quickly plan next actions from board view itself.

Activities and automation
Activities and automation

Automate creation of follow-up tasks, calls or demos when a deal reaches to the particular stage or set auto reminders for deals.

Improve collaboration
Improve collaboration

Every part of your communication is like notes, emails, planned and completed activities is present on your deal timeline.

Deal pipeline forecast
Deal pipeline forecast

Get insights around the overall health of your sales pipeline based on each deal’s current
stage and plan.

Manage deals on the go
Manage deals on the go

All information about deals and required plan of action to close them is available on Salesmate IOS/Android apps.

Know what happens to your emails once you hit send. Build email templates and measure their performance to get actionable insights to optimize your sales process.

Smart Emails
2-way email sync
2-way email sync

Sync your favorite Google, Microsoft Exchange, Outlook, Yahoo or other imap services to send and receive emails directly inside Salesmate.

Email tracking
Email tracking

Get notified real time whenever someone opens or click an email, so you plan next course of action and improve engagement.

Personalised templates
Personalised templates

Spend less time in rewriting same emails. Use mail merge tags to personalize your email templates

Insightful email metrics
Insightful email metrics

Optimize your conversion rate by measuring open and click tracking of email templates, and always send email which works best for you.

Send bulk emails
Send bulk emails

Send personalized bulk emails to your customers and prospects with a single click and make mundane follow-up activities to fun one.

Never miss emails
Never miss emails

Get your emails auto linked with concerned deals, or manually attach with existing deals or create the new one.

Deliver when you want
Deliver when you want

Following up clients or prospects from different time zone becomes very easy with Salesmate’s schedule functionality.

Team Inbox
Team Inbox

Quickly set up shared team inbox using Gmail, Microsoft 365 or any other webmail service. Mention teammates in internal notes and create a collaborative environment.

Choose a bunch of activities you want to perform in a day and create an automated Smart Queue. Drastically improve your sales efficiency with task automation

Smart Emails
Design your ideal day
Design your ideal day

Bunch up your favorite activities for the day and run them one by one using Smart Queue. This functionality will take away a huge chunk of your manual work and offer apex efficiency.

Control the queue
Control the queue

Control every aspect of the automated queue while using automation. You can Pause & Resume the queue, Skip & Reschedule activities, and manually complete every activity.

Use it as a Power Dialer
Use it as a Power Dialer

Smart Queue can be used as a Power Dialer to call a list of prospects one after another in a row. Power Dialer will definitely double up your calling performance!

More tasks = More sales
More tasks = More sales

Smart Queue helps you perform a huge number of tasks in a day that will eventually result in more deal closures and more sales!

Create a solid mix of emails, texts, and activities to take regular follow ups of your prospects and drastically close more deals, all working on autopilot.

Sequences
Email Sequences
Email Sequences

A series of carefully crafted emails, sent within the right intervals, can help you gain more attention from your prospects, and eventually contribute to your sales.

Text & MMS
Text & MMS

Now reach to the pockets of your prospects with automated Text Sequences. Text can be a great addition to your outreach channels and very useful to deliver short information.

Activity as a reminder
Activity as a reminder

Activities are a huge part of the follow up process and Salesmate won’t let you miss that. Between the two stages, you can set activities and the CRM will remind you to take action.

Mix it up a little bit!
Mix it up a little bit!

We designed Sequences to make your process limitless, so you can create a good mix of Emails, Texts, and Activities as a part of your Sequence. And the rest will be taken care of by Salesmate!

One size doesn’t fit all. Salesmate provides plenty of Customizations to tailored fit your company’s style, and push selling to next level with your teammates.

Customizations
Deal pipelines and stages
Deal pipelines and stages

You can build multiple sales and business pipelines with different stages for each, to support your different teams or products.

Custom fields
Custom fields

Feel free to capture and arrange the different type of data for your contacts, companies and deals, so that you can drive better results by analyzing.

Custom activity types
Custom activity types

Custom activity types help you to track the required type of communication for closing a deal and enables.

User roles and access control
User roles and access control

Keep full control over your business’s data by creating and assigning roles to your users, to make sure that only required records.

Custom views (segments) / Reports
Custom views (segments) / Reports

Access data which matters to you in the required format. Use filters to create segments, reports and widgets which you want to access.

Multiple currencies and time-zone
Multiple currencies and time-zone

Don’t worry if your team is distributed in multiple time zones or have clients from different countries.

Supercharge your productivity while you are working on-the-go with Salesmate’s IOS / Android mobile apps. Get 360° view, manage deals or schedule and perform activities.

Mobile CRM
Data at your fingertips
Data at your fingertips

Access information about contacts, deals, activities from anywhere. Brush up your details before starting any important meeting. fingertips

Manage deals
Manage deals

Quickly post notes or change stage/status of the deal after demo or call, so your teammates are aware of progress and can predict sales forecast. Learn more about deal management

Integrated inbox
Integrated inbox

No need to juggle between your CRM and Mail app. Directly manage all your email conversations from Salesmate with 2-way email sync.

Productive email templates
Productive email templates

Use email templates to eliminate the time required for rewriting long repeated emails from mobile, just select them and send them.

Log calls
Log calls

Enjoy call tracking facility by initiating calls from Salesmate. Log conversations, link deals, post call notes and schedule next course of activities.

Notifications
Notifications

Salesmate offers lots of predefined notifications and their channels. Enable most import notifications messages for you.

Salesmate comes with essential integrations to save your time and deliver extended functionality. Connect your favorite apps and streamline business processes.

Integrations
Gmail / MS Exchange / Outlook / More
Gmail / MS Exchange / Outlook / More

Connect your favorite email provider with Salesmate via 2-way email sync functionality, and enjoy auto linking of emails with contacts.

Google Calendar
Google Calendar

Sync your activities with google calendar, to visualize your week or months planning and get reminded about them.

Google Drive
Google Drive

Easily upload and browse documents with contact, deals or activities using Google drive integration.

ClearBit
ClearBit

Auto enriches your contact information with limited data entry, so you can focus on closing more deals than furnishing data manually.

QuickBooks Online
QuickBooks Online

Find your important financial details like invoices, payments, and estimates inside your contact records with Salesmate + QuickBooks Online Integration.

Gravity Forms
Gravity Forms

More power for your WordPress website, by utilizing your existing forms to capture new contacts and deals and schedule next set.

Slack
Slack

Increase collaboration between teammates by auto posting updates about deals or searching required details without leaving the slack channel.

Zapier
Zapier

Use Zapier integration Connect Salesmate to hundred of different apps to boost your business.

RingCentral
RingCentral

Make, Receive and log calls directly inside Salesmate. Access full contact and deal information during contact and capture quick.

PieSync
PieSync

Sync your contacts between your favorite cloud apps ( MailChimp, Google, ActiveCampaign) and Salesmate using PieSync’s robust integration.

Google Meet
Google Meet

Salesmate’s native integration with Google Meet enables you to send meeting invitations right from your Salesmate account. Simply connect your google calendar and schedule meetings without hassle.

Zoom Meetings
Zoom Meetings

Schedule Zoom Meetings without leaving your Salesmate account. Easily schedule Zoom meetings, add it to your activities, and join the meeting right from Salesmate. You can
also access the recordings of past sessions.

Avoid time wasted in manually dialing numbers and making any mistakes. Just call to people with a single click, take notes during the call and log them to drive better insights about your sales process.

Built in Phone
Use click-to-call
Use click-to-call

Connect with your contacts/prospects with just one click using voice over IP. Initiate and receive more calls with Salesmate.

Automatically log calls
Automatically log calls

Salesmate will auto log inbound and outbound calls . So you don’t miss any information.

Conversation history
Conversation history

With a call start, you get full information about the contact, past conversions and related deals on the screen, no need to search anything manually.

Call Recordings
Call Recordings

While on call, you may record phone calls and save them, for future usage and maintaining complete conversion history.

Activity reports
Activity reports

Measure how many calls are made and received by your teammates and their outcome. These insights are helpful to understand.

Text Messaging (SMS)
Text Messaging (SMS)

Maintain the relationship with your prospects and clients with bulk texting, personalized messages or schedule your messages to suit the time zone of your prospects and customers.

Power dialer
Power dialer

Automate your calls using a power dialer so you can focus more on selling. Set up wait time in between calls and drop pre-recorded voicemails so you don’t miss out on any prospect.

Get virtual phone number
Get virtual phone number

Improve your reach by getting the virtual phone number of 80+ countries. Appear local, build credibility and perform better.

Always keep track of what is happening and what needs to be done to drive more sales and increase team collaboration.

Activity Management
Customize activities
Customize activities

Salesmate comes with a predefined set of common activity types, but as every business is unique.

Work in collaboration
Work in collaboration

Create and share activities with your teammates, so everyone is aware of the progress and can collaborate to finish them together.

Notifications
Notifications

Get notified whenever an activity is assigned to you, any notes is posted inside or it is due. So you never miss anything which is important.

Detailed reports
Detailed reports

You get lots of different insights like activities over time, activities by user and type of activities done by teammates to measure performance.

Fuel your growth with the proper analytics and visual reporting for each aspect of your small business. Make sure your team is chasing required goals with the right approach.

Reporting
Visual sales reports
Visual sales reports

Our reports present beautiful charts with compact tables to understand how teammates are performing to achieve common goals.

Detailed analytics
Detailed analytics

Salesmate reports come with different filters to analyze data at the granular level. So explore required matrix as per your requirements.

Sales activity reports
Sales activity reports

Measure how many average numbers of calls, meetings and tasks are being done by your teammates to close deals.

Goal oriented reports
Goal oriented reports

Set healthy competition by defining goals for your teammates and know every individual’s contribution to close a sale.

Pipeline & revenue reports
Pipeline & revenue reports

Ensure you have enough pipeline for each stage and Keep comparing forecasted and actual closers for improving your sales processes.

Custom reports
Custom reports

Don’t limit yourselves with our default reports, build customized reports with different chart formats and matrix by selecting your datasets.

Businesses dealing with multiple products and services can easily create, add, manage the list of the products and associate the same to deals. Keep a track of everything you sell.

Product Management
Add products
Add Products

Salesmate CRM enables users to customize the information related to your products. Add and customize product descriptions, tags, SKU codes, different variations and pricing of your products using product management inside Salesmate CRM.

Associate products with deal
Associate products with deal

Do not worry while adding a single or multiple products to your deals inside Salesmate CRM. You can take any of your product(s) from the consolidated list of products and associate it/them with a particular deal.

Adjust pricing easily
Adjust pricing easily

Add more value to your prospects purchase by availing them better discounts and close deals faster. You can easily add a product with different variations and prices as Salesmate supports multiple currencies.

Call recordings
Track your product reports

Add, manage and sell your products without any hassle using product management inside Salesmate CRM. Generate reports based on your sales and derive the popularity of your products based on their sales volume.

Create visually appealing and customizable web forms in minutes. Collect leads and get access to all the information within your CRM so you can focus on closing more deals.

Web forms
Customizable web forms
Customizable web forms

Create and customize form fields based on your requirements. Add or modify text fields, check boxes, and tags to collect required information.

Share or embed forms
Share or embed forms

You can capture leads by embedding the web form on your website. Or, you can place the web form link in your email body and share them on social media as well.

Automated outreach
Automated outreach

Nurture your leads with web forms and Salesmate’s powerful automation. Send automated emails once your prospect submits the form and nurture them.

Lead segmentation
Lead segmentation

Attract your leads with targeted emails using tags in web forms. Create multiple segments of your leads by assigning tags based on their preferences.

Salesmate’s messenger enables you to connect with your customers in real time. Use the messenger to connect faster, engage better, increase your brand presence, and solve customer queries instantly.

Messenger
Capture leads
Capture leads

Qualify your leads and create their profile right in your CRM to engage better and increase conversion rate.

Customized chat widget
Customized chat widget

Create a chat widget that fits right with your brand image. Customize the colors and add welcome message to get the conversation going.

Provide better support
Provide better support

Reduce the response time; engage with your customers in real time and solve their queries in an instant using messenger.

Collaborate with ease
Collaborate with ease

Pay attention to every lead and assign it to the right team member. Assign ownership and loop in other team members to provide better assistance.

Availability settings
Availability settings

Set up the availability time of your live chat agents so your customers know the best time to connect.

User segmentation
User segmentation

Now, segment your users in a group by assigning tags and perform targeted outreach to increase your response rate.

Now, no more exchanging emails for booking meetings. Salesmate’s meeting scheduler is here to simplify your work and allows you to book meetings without any hassle!

Meeting Scheduler
Organized calendar
Organized calendar

Work as per your availability; sync your calendar with Google or Microsoft 365 and keep your clients up-to-date with your available time slots. Collect your prospect’s information in your CRM whenever they book a meeting with you.

Book your meetings
Book your meetings

Whether it’s a one-to-one meeting or a group meeting, you can book time slots using Salesmate’s meeting scheduler. Once you set the time slot for a meeting, notifications will be sent to all parties automatically.

Set meetings based on availability
Set meetings based on availability

Schedule meeting based on your team’s availability so everyone’s on the same page. In case you don’t have a designated sales rep, set up a round-robin meeting and you’re good to go.

Share or embed your calendar
Share or embed your calendar

You can either share your calendar link with your prospects via email or simply embed it on your website. No coding required!

Create and execute targeted marketing campaigns with Salesmate’s marketing automation feature. Automate every touchpoint of your customer journey and nurture them with timely follow-ups.

Marketing Automation
Drip campaigns
Drip campaigns

Segment your website users based on their actions on your website and execute personalized email campaigns. Cover multiple touchpoints by creating drip campaigns to attract more leads.

Account based marketing
Account based marketing

Identify the pain points of your targeted accounts and execute your personalized marketing campaigns with marketing automation. Moreover, create different journeys for every stage of your marketing campaign and close deals faster.

A/B testing
A/B testing

Find out which strategy is performing better by A/B testing your campaigns. Automatically split your email lists and send different variations and track its performance to optimize your campaign.

Track user engagement
Track user engagement

Stay updated on your prospect’s moves by keeping a track on email open and reply rate. Create personalized emails and engage with your prospects based on their preferences.

Stay connected with your lead at every step of your sales process. Accelerate your sales process and automatically assign deals and tasks among your sales team.

Sales Automation
Data entry automation
Data entry automation

With Salesmate’s auto profile enrichment, you don’t have to manually create contact profiles. It can fetch data of your contacts in seconds and add it right inside your CRM.

Automate customer onboarding
Automate customer onboarding

Create an automated onboarding process for your customers. Once they sign up, send a series of onboarding emails containing company resources and information to help them get acquainted.

Sales workflows
Sales workflows

Update records, auto-assign and rotate deals, notify team members and send emails to your customers by automating your sales workflows.

Personalized outreach
Personalized outreach

Run workflows by creating custom fields and send greeting emails on your customer’s birthday or anniversary to nurture relationships.

With Salesmate, it’s simple, personal and productive for everyone. Sign up for a 15-day risk-free trial today.

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